Skip to main content
CCH Software User Documentation

Recording periodic time

Product Help Banner.png


You can create a Timesheet from your Home Page or from the Employee Details page. If you have the authority, you can also create an Timesheet on behalf of another employee. You do this by opening their Employee Details page. You should enter the amount of time spent daily as you complete each task. Additionally, you can choose to display a Timesheet in a Periodic or Calendar entry view so that you can record your time in that view — refer to Changing a Timesheet view. If there is no more time to record, you advance the Timesheet in the process using the Entry Status Buttons so that the time is reviewed and subsequently authorised.

Record time

  1. Create or open an existing Timesheet. Make sure you are viewing it in Periodic Entry mode.

  2. Select the TimeUnit appropriate to the task carried out.

  3. Select the Client from the drop down list in the Client/Assignment column.

  4. Press the [Tab] key to automatically display information in the A/Code and C/R columns.

  5. Select the Task from the drop down list in the Task column.

    Your practice will have included tasks that are appropriate to the work carried out. Select one from the drop down list.

    Periodic timesheet tasks

  6. Type the number of time units spent on the task into the appropriate Day Date column.
    Press [Enter] or [Tab] to move to another Day Date column to record other time units.
    The amount in the Total column is propagated from the time units in the Day Date columns.

  7. Type supporting information that might be needed about the task you completed into the Comments column.

  8. To enter additional time units for another Client or Assignment, press the [Enter] key until the cursor appears in a blank line just below the headings across the Timesheet.

  9. Repeat Steps 4 to 9. Otherwise, click OK.

  10. If there are:

  • more entries to add later, click the Draft  Draft button button.

    The Entry Status window does not change (from Draft).

  • no more entries to add, click the Submit Submit button button.

    The Entry Status window will change to show Submitted.

  1. Close the Timesheet.

Note: if you cannot see all the days you expect to see in the periodic entry mode, move the scroll bar at the foot of the timesheet to the right to reveal the missing days. You can also move a Day, Total or the Comments column by clicking on the heading and dragging it to another position.


  • Was this article helpful?